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3D Relationships Opportunity Assessment

Welcome from Legacy Philanthropy Group!

Help us learn a little bit about you. Take just a couple of minutes to tell us a few things about yourself, your firm, and your typical client engagement practices.  

Once you complete your Opportunity Asessment Survey, we will reach out to arrange a time for your complimentary 30 minute consultation.  We look forward to getting to know you and your firm even better, and we'll share some observations and suggestions on how you might leverage the philanthropic conversation to build deeper, broader, and more enduring client relationships.

1.Contact Information(Required.)
2.How did you hear about us? 
3.What type of advisor are you?
4.I play an important role in my client's charitable giving.
(1) Strongly Disagree
(2)
(3)
(4)
(5) Neutral
(6)
(7)
(8)
(9) Strongly Agree
5.When gathering client data and goals, I initiate a conversation with my clients about philanthropy.
(1) Never
(2) 
(3) 
(4)
(5) Neutral
(6)
(7)
(8)
(9) Always
6.Reducing the tax burden is most often the primary motivator for my clients' charitable giving.
(1) Strongly Disagree
(2)
(3)
(4)
(5) Neutral
(6)
(7)
(8)
(9) Strongly Agree
7.I am knowledgeable about philanthropic planning tools and techniques, and lead with them in client discussions around giving.
(1) Strongly Disagree
(2)
(3)
(4)
(5) Neutral
(6)
(7)
(8)
(9) Strongly Agree
8.I encourage my clients to wait until they have a baseline of liquid assets before seriously considering charitable gifts.
(1) Strongly Disagree
(2)
(3)
(4)
(5) Neutral
(6)
(7)
(8)
(9) Strongly Agree
9.I feel comfortable discussing personal values, family traditions, and charitable goals with my clients.
(1) Strongly Disagree
(2)
(3)
(4)
(5) Neutral
(6)
(7)
(8)
(9) Strongly Agree
10.My conversations with clients regarding giving typically include multiple family members.
(1) Never
(2)
(3)
(4)
(5) Neutral
(6)
(7)
(8)
(9) Always
11.I have good resources and a clearly defined approach for working with clients (and their families) who are passionate about charitable giving.
(1) Strongly Disagree
(2)
(3)
(4)
(5) Neutral
(6)
(7)
(8)
(9) Strongly Agree
12.I am knowledgeable and informed about the issues and trends that impact philanthropic giving.
(1) Strongly Disagree
(2)
(3)
(4)
(5) Neutral
(6)
(7)
(8)
(9) Strongly Agree
13.I actively pursue my own personal charitable giving and community service.
(1) Strongly Disagree
(2)
(3)
(4)
(5) Neutral
(6)
(7)
(8)
9) Strongly Agree
14.I view my own personal philanthropy as a part of my professional brand.
(1) Strongly Disagree
(2)
(3)
(4)
(5) Neutral
(6)
(7)
(8)
(9) Strongly Agree
15.I am eager to explore new fresh ideas on how I might build more resilient, multi-generational relationships with the families I serve.
(1 ) Strongly Disagree
(2)
(3)
(4)
(5) Neutral
(6)
(7)
(8)
(9) Strongly Agree